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AI Flow Generator

The AI Flow Generator lets you create conversation flows by describing what you want in plain language. Instead of building step by step, you tell the AI what you need, and it creates a complete flow for you.

How It Works

  1. You describe the conversation flow you want
  2. AI creates the steps, questions, and logic
  3. The flow opens in the visual editor
  4. You review and adjust as needed
  5. Save and activate when ready

Accessing the AI Generator

  1. Go to Conversations in the left menu
  2. Click the Generate with AI button (or look for the sparkle/AI icon)
  3. The AI generator modal opens

AI Generator button

Writing a Good Description

The better you describe what you want, the better the result.

Include These Elements

  1. The goal - What should the flow accomplish?
  2. Information to collect - What do you need from visitors?
  3. Key decision points - Any branching logic needed?
  4. The end result - What happens when the flow completes?

Example Descriptions

Good description:

Create an appointment booking flow for a hair salon. Ask what service they want (haircut, coloring, or styling), then collect their name and phone number, ask for their preferred day and time, and confirm the appointment request.

Why it works:

  • Clear goal (book appointments)
  • Specific options (haircut, coloring, styling)
  • Lists what to collect (name, phone, day, time)
  • Defines the end (confirm request)

Good description:

Build a lead qualification flow for a software company. Ask about their company size (1-10, 11-50, 51-200, 200+), their main challenge (efficiency, growth, integration, other), their timeline (immediate, 3 months, 6 months, just exploring), and collect their email and name. For companies over 50 people with immediate timeline, mark as high priority.

Why it works:

  • Specific options for each question
  • Clear conditional logic (high priority criteria)
  • Lists all information to collect

Basic description (still works):

Customer support flow that asks what product they're having trouble with, what the issue is, and offers to connect them with support.

Why it works:

  • Simple but clear goal
  • Basic steps identified

What to Avoid

Too vague:

Make a good flow for my business.

The AI doesn't know what your business does or what you need.

Too long and complex:

Create a flow that handles 15 different scenarios with multiple branches depending on time of day, user history, product ownership, subscription status...

Start simple, then expand later.

Using the Generator

Step 1: Open the Generator

Click Generate with AI on the Conversations page.

Step 2: Enter Your Description

Type your flow description in the text area. Be specific about:

  • What questions to ask
  • What options to provide
  • What information to collect
  • Any branching logic

AI Generator input

Step 3: Generate

Click Generate and wait a few seconds. The AI processes your description and creates the flow.

Step 4: Review the Result

The generated flow opens in the visual editor. You'll see:

  • All steps created and connected
  • Questions and options filled in
  • Basic branching logic applied
  • Start and end points configured

Step 5: Make Adjustments

The generated flow is a starting point. You'll likely want to:

  • Adjust the wording to match your voice
  • Fine-tune options and responses
  • Add or remove steps as needed
  • Configure notifications and actions
  • Test and refine

Tips for Best Results

Be Specific About Options

Instead of:

Ask what service they want

Try:

Ask what service they want: haircut ($30), coloring ($75), styling ($40), or full makeover ($120)

Specify the Information Format

Instead of:

Collect their contact info

Try:

Ask for their name, email address, and phone number

Mention Branching Logic

Instead of:

Handle different customer types

Try:

If they're a new customer, offer a 10% discount. If they're returning, thank them and ask about their last visit.

Keep It Focused

Start with a flow that handles one thing well:

  • ✅ Appointment booking
  • ✅ Lead qualification
  • ✅ Product recommendation
  • ❌ Everything all at once

You can create multiple flows for different purposes.

After Generation

Review All Steps

Click through each step to verify:

  • The message makes sense
  • Questions are clear
  • Options are appropriate
  • Transitions are correct

Adjust the Wording

The AI writes in a general style. Customize to match your brand:

  • Add your business name
  • Use your typical greetings
  • Match your tone (formal vs casual)
  • Include relevant details

Add Actions

The AI creates the conversation structure but may not configure all actions. You might need to:

  • Enable email notifications
  • Set up contact collection
  • Configure redirects
  • Add links or buttons

Test Thoroughly

Before activating:

  1. Go through the flow as a customer would
  2. Try every branch and option
  3. Verify information is captured correctly
  4. Check that notifications work

Troubleshooting

Flow seems incomplete

Try regenerating with a more detailed description. Include:

  • More specific steps
  • Explicit options for choices
  • Clear end conditions

Wrong options generated

Edit the steps directly in the visual editor to fix specific options.

Logic doesn't match what I wanted

The AI may interpret your description differently. Either:

  • Regenerate with clearer instructions
  • Manually adjust the transitions in the visual editor

Generation failed

  • Check your internet connection
  • Try a simpler description first
  • Wait a moment and try again

Here are tested descriptions you can adapt:

Appointment Booking

Create an appointment booking flow. First ask what service (consultation, follow-up, or new client intake). Collect name and email. Ask for preferred date (this week, next week, flexible). Ask for preferred time (morning, afternoon, evening). End with a confirmation message.

Product Finder

Build a product recommendation flow. Ask what they're looking for (gift, personal use, business). Ask their budget range (under $50, $50-100, $100-200, over $200). Ask about preferences (practical, luxury, unique). Suggest checking our catalog and collect their email for personalized recommendations.

Event Registration

Create an event registration flow for a workshop. Ask which date they prefer (March 15, March 22, or April 5). Ask if they have dietary restrictions (none, vegetarian, vegan, other). Collect name, email, and company name. Confirm their registration.

Support Triage

Build a support triage flow. Ask what they need help with (billing, technical issue, account access, general question). For technical issues, ask which product (Product A, Product B, Product C). Ask them to briefly describe the issue. Offer to connect with support and collect their email.

Next Steps